H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 544 institutions reported holding it in 13F filings for Q2 2026, worth $4.87B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in H&R Block Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 413
- +18 vs. Q2 2023
- Shares held
- 132.2M
- −3.20M (−2.4%) vs. Q2 2023
- Total value
- $5.72B
- +$1.40B (+32.4%) vs. Q2 2023
- New holders
- 68
- 127 more added
- Sold out
- 50
- 141 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HRB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 544 | $4.87B |
| Q1 2026 | 490 | $3.86B |
| Q4 2025 | 508 | $5.12B |
| Q3 2025 | 544 | $5.93B |
| Q2 2025 | 563 | $6.79B |
| Q1 2025 | 564 | $7.00B |
| Q4 2024 | 552 | $6.68B |
| Q3 2024 | 544 | $7.92B |
| Q2 2024 | 498 | $6.85B |
| Q1 2024 | 480 | $6.29B |
| Q4 2023 | 469 | $6.11B |
| Q3 2023 | 413 | $5.72B |
| Q2 2023 | 399 | $4.32B |
| Q1 2023 | 425 | $5.07B |
| Q4 2022 | 455 | $5.24B |
| Q3 2022 | 461 | $5.87B |
| Q2 2022 | 437 | $4.93B |
| Q1 2022 | 388 | $3.63B |
| Q4 2021 | 391 | $3.39B |
| Q3 2021 | 398 | $3.74B |
| Q2 2021 | 393 | $3.59B |
| Q1 2021 | 377 | $3.37B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding H&R Block Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 5,528 | $238.0K | 0.00% | +5,528 | New |
| Covestor Ltd | 5,377 | $232.0K | 0.18% | +1,592+42.1% | Added |
| Belmont Capital, LLC | 5,370 | $231.2K | 0.12% | +4,569+570.4% | Added |
| Washington Trust Co | 5,315 | $228.9K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,215 | $224.6K | 0.01% | +5,215 | New |
| Woodline Partners LP | 5,210 | $224.3K | 0.00% | +5,210 | New |
| Leonteq Securities AG | 5,161 | $222.2K | 0.02% | +86+1.7% | Added |
| Level Four Advisory Services, LLC | 5,103 | $219.7K | 0.01% | +5,103 | New |
| Woodmont Investment Counsel LLC | 5,043 | $217.2K | 0.02% | −1,457−22.4% | Reduced |
| Stephens Inc | 5,000 | $215.3K | 0.00% | +5,000 | New |
| Roof Eidam & Maycock | 5,000 | $215.3K | 0.07% | +5,000 | New |
| Affinity Capital Advisors, LLC | 5,000 | $215.3K | 0.06% | +5,000 | New |
| Bard Financial Services, Inc. | 5,000 | $215.3K | 0.03% | +5,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,000 | $210.8K | 0.00% | −3,044−37.8% | Reduced |
| LBMC Investment Advisors, LLC | 5,000 | $207.0K | 0.02% | +5,000 | New |
| Guyasuta Investment Advisors Inc | 4,800 | $206.7K | 0.02% | +4,800 | New |
| Eagle Bay Advisors LLC | 4,744 | $204.3K | 0.09% | +3,588+310.4% | Added |
| Intrust Bank NA | 4,732 | $203.8K | 0.03% | +4,732 | New |
| Impact Partnership Wealth, LLC | 4,356 | $187.6K | 0.06% | +4,356 | New |
| Umb Bank N A | 4,280 | $184.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,281 | $184.0K | 0.00% | +2,297+115.8% | Added |
| Armstrong Advisory Group, Inc | 4,110 | $177.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,048 | $174.0K | 0.03% | +4,048 | New |
| TrimTabs Asset Management, LLC | 3,816 | $164.3K | 0.09% | +3,816 | New |
| National Bank of Canada | 3,743 | $158.5K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 3,584 | $154.3K | 0.13% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,800 | $121.5K | 0.00% | −200−6.7% | Reduced |
| Salomon & Ludwin, LLC | 2,537 | $109.2K | 0.01% | +2,537 | New |
| Signaturefd, LLC | 2,452 | $105.6K | 0.00% | +43+1.8% | Added |
| TD Private Client Wealth LLC | 2,347 | $101.1K | 0.00% | +1,047+80.5% | Added |
| Private Trust Co NA | 2,319 | $99.9K | 0.01% | +195+9.2% | Added |
| Center for Financial Planning, Inc. | 2,303 | $99.2K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 2,268 | $98.0K | 0.00% | +2,268 | New |
| Bessemer Group Inc | 2,240 | $97.0K | 0.00% | −130−5.5% | Reduced |
| Banque Cantonale Vaudoise | 2,151 | $93.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,974 | $85.0K | 0.01% | +1+0.1% | Added |
| Ci Investments Inc. | 1,894 | $82.0K | 0.00% | +5+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,870 | $80.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,649 | $71.0K | 0.01% | +2+0.1% | Added |
| Acadian Asset Management LLC | 1,322 | $56.0K | 0.00% | +1,322 | New |
| Quadrant Capital Group LLC | 1,264 | $54.4K | 0.01% | +731+137.1% | Added |
| Global Retirement Partners, LLC | 1,257 | $52.7K | 0.00% | +7+0.6% | Added |
| HM Payson & Co | 1,150 | $49.5K | 0.00% | +1,150 | New |
| Nomura Asset Management Co Ltd | 1,090 | $46.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 968 | $41.7K | 0.00% | +181+23.0% | Added |
| Cherry Tree Wealth Management, LLC | 967 | $41.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 915 | $39.4K | 0.00% | −1,213−57.0% | Reduced |
| Archer Investment Corp | 800 | $34.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $34.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 784 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,077 | $34.0K | 0.00% | +608+129.6% | Added |
| IFP Advisors, Inc | 705 | $30.4K | 0.00% | −933−57.0% | Reduced |
| NVWM, LLC | 676 | $29.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 681 | $29.3K | 0.00% | +473+227.4% | Added |
| Cary Street Partner Investment Advisory LLC | 650 | $28.0K | 0.00% | +600+1,200.0% | Added |
| PrairieView Partners, LLC | 608 | $26.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 570 | $24.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 555 | $23.9K | 0.00% | +522+1,581.8% | Added |
| FIL Ltd | 540 | $23.3K | 0.00% | +19+3.6% | Added |
| Newbridge Financial Services Group, Inc. | 500 | $21.5K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $21.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 459 | $19.8K | 0.00% | +182+65.7% | Added |
| Lowe Wealth Advisors, LLC | 406 | $17.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 362 | $15.5K | 0.00% | +3+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 293 | $12.6K | 0.00% | +100+51.8% | Added |
| Central Trust Co | 290 | $12.5K | 0.00% | +290 | New |
| Pacific Center for Financial Services | 280 | $12.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 278 | $12.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 270 | $11.6K | 0.00% | −272−50.2% | Reduced |
| Proequities, Inc. | 253 | $11.0K | 0.00% | +1+0.4% | Added |
| Retirement Group, LLC | 221 | $9.52K | 0.00% | +2+0.9% | Added |
| Stonebridge Capital Advisors LLC | 216 | $9.30K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 200 | $8.61K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $8.61K | 0.00% | +50+33.3% | Added |
| Bell Investment Advisors, Inc | 154 | $6.63K | 0.00% | −29−15.8% | Reduced |
| Creative Financial Designs Inc | 150 | $6.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 149 | $6.41K | 0.00% | +94+170.9% | Added |
| Venturi Wealth Management, LLC | 137 | $5.90K | 0.00% | +118+621.1% | Added |
| Atlas Capital Advisors LLC | 135 | $5.81K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 133 | $5.73K | 0.00% | +133 | New |
| Massmutual Trust Co FSB | 128 | $5.51K | 0.00% | −13−9.2% | Reduced |
| Earnest Partners LLC | 119 | $5.12K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 120 | $5.00K | 0.00% | +120 | New |
| Lee Financial Co | 113 | $4.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $4.61K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 100 | $4.24K | 0.00% | +100 | New |
| Annapolis Financial Services, LLC | 86 | $3.70K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 69 | $2.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 66 | $2.84K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $2.58K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $1.95K | 0.00% | +45 | New |
| Hexagon Capital Partners LLC | 39 | $1.68K | 0.00% | −19−32.8% | Reduced |
| Raleigh Capital Management Inc. | 37 | $1.57K | 0.00% | +37 | New |
| AdvisorNet Financial, Inc | 35 | $1.51K | 0.00% | +4+12.9% | Added |
| Semmax Financial Advisors Inc. | 31 | $1.41K | 0.00% | +31 | New |
| SJS Investment Consulting Inc. | 30 | $1.29K | 0.00% | +6+25.0% | Added |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 25 | $913 | 0.00% | +13+108.3% | Added |